Robert Lorelli, financial advisor Lewisville TX
93 score

Robert Lorelli

CRD Number: 1902698
Current Firm: Advice And Planning Services

Robert Lorelli (CRD# 1902698) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Lewisville, TX Aug 2002 - Current 14
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Aug 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Robert E. Lorelli
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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